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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,913 | $72,071+443.8% | $68,368+473.2% | $137,256+185.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.38% | 353.14%-327.8pp | 292.57%-267.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $12,206 | $2,788+337.8% | $2,649+360.8% | $4,156+193.7% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,918 | $5,336+10.9% | $5,150+14.9% | $12,270-51.8% |